 GODADDY INCGDDY |
| 1.06% | 0.28% | $2.5M | 29,103 | $742,955 | 8,987 | +20,116+223.83% | Add |
 INGERSOLL RAND INC COMIR |
| 1.02% | — | $2.4M | 28,971 | $0 | 0 | +28,971 | New Buy |
 KROGER CO COMKR |
| 1.01% | 0.14% | $2.4M | 42,334 | $370,194 | 5,116 | +37,218+727.48% | Add |
 D R HORTON INCDHI |
| 0.99% | 0.23% | $2.3M | 14,215 | $605,415 | 4,412 | +9,803+222.19% | Add |
| NNUTANIX INCNTNX |
| 0.99% | — | $2.3M | 45,373 | $0 | 0 | +45,373 | New Buy |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 0.98% | 0.96% | $2.3M | 30,721 | $2.6M | 34,000 | -3,279-9.64% | Reduce |
 F5 INCFFIV |
| 0.98% | — | $2.3M | 5,497 | $0 | 0 | +5,497 | New Buy |
 IQVIA HLDGS INCIQV |
| 0.95% | — | $2.2M | 11,449 | $0 | 0 | +11,449 | New Buy |
 COMCAST CORP NEW CL ACMCSA |
| 0.94% | 0.41% | $2.2M | 89,686 | $1.1M | 37,715 | +51,971+137.80% | Add |
| EEQUITABLE HLDGS INCEQH |
| 0.93% | 0.08% | $2.2M | 49,629 | $214,125 | 5,770 | +43,859+760.12% | Add |
 SYSCO CORP COMSYY |
| 0.93% | 1.01% | $2.2M | 25,966 | $2.7M | 37,660 | -11,694-31.05% | Reduce |
 BLOCK INCXYZ |
| 0.93% | — | $2.2M | 28,532 | $0 | 0 | +28,532 | New Buy |
 JABIL INCJBL |
| 0.92% | — | $2.1M | 5,575 | $0 | 0 | +5,575 | New Buy |
 LAUDER ESTEE COS INC CL AEL |
| 0.92% | 0.8% | $2.1M | 27,115 | $2.1M | 29,461 | -2,346-7.96% | Reduce |
 Jack Henry & Associates, IncJKHY |
| 0.91% | — | $2.1M | 15,421 | $0 | 0 | +15,421 | New Buy |
 GENERAC HLDGS INCGNRC |
| 0.91% | — | $2.1M | 7,241 | $0 | 0 | +7,241 | New Buy |
| DDECKERS OUTDOOR CORPSGVT |
| 0.91% | 0.88% | $2.1M | 21,258 | $2.3M | 23,403 | -2,145-9.17% | Reduce |
 SALESFORCE INCCRM |
| 0.89% | — | $2.1M | 13,241 | $0 | 0 | +13,241 | New Buy |
 AMPHENOL CORPAPH |
| 0.89% | 0.72% | $2.1M | 11,723 | $1.9M | 15,099 | -3,376-22.36% | Reduce |
 INTUITINTU |
| 0.88% | — | $2.0M | 7,852 | $0 | 0 | +7,852 | New Buy |
 HARTFORD INSURANCEHIG |
| 0.87% | — | $2.0M | 15,281 | $0 | 0 | +15,281 | New Buy |
 TRADEWEB MKTS INCTW |
| 0.85% | 0.57% | $2.0M | 19,858 | $1.5M | 12,959 | +6,899+53.24% | Add |
 INVITATION HOMES INCINVH |
| 0.85% | 0.26% | $2.0M | 65,396 | $696,148 | 28,014 | +37,382+133.44% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 0.81% | — | $1.9M | 44,117 | $0 | 0 | +44,117 | New Buy |
| BBLUE OWL CAPITAL INCOWL |
| 0.79% | — | $1.8M | 211,189 | $0 | 0 | +211,189 | New Buy |
| SSS&C TECH HLDGSSSNC |
| 0.79% | 0.98% | $1.8M | 29,726 | $2.6M | 38,550 | -8,824-22.89% | Reduce |
 AECOMACM |
| 0.77% | 0.31% | $1.8M | 25,741 | $813,678 | 9,593 | +16,148+168.33% | Add |
 AMERICAN TOWER CORP COMAMT |
| 0.77% | — | $1.8M | 10,957 | $0 | 0 | +10,957 | New Buy |
 STATE STR CORP COMSTT |
| 0.76% | 0.26% | $1.8M | 10,443 | $680,640 | 5,378 | +5,065+94.18% | Add |
| GGAP INCGAP |
| 0.74% | — | $1.7M | 92,958 | $0 | 0 | +92,958 | New Buy |
 PENTAIR PLCPNR |
| 0.73% | 0.11% | $1.7M | 22,212 | $305,321 | 3,505 | +18,707+533.72% | Add |
 ARROW ELECTRS INCARW |
| 0.72% | — | $1.7M | 7,906 | $0 | 0 | +7,906 | New Buy |
 REGENCY CTRS CORP REITREG |
| 0.71% | 0.35% | $1.7M | 20,809 | $939,470 | 12,417 | +8,392+67.58% | Add |
 MASTERCARD INCORPORATEDMA |
| 0.71% | 1% | $1.6M | 3,212 | $2.7M | 5,343 | -2,131-39.88% | Reduce |
 SYNOPSYS INCSNPS |
| 0.69% | 0.12% | $1.6M | 3,620 | $312,823 | 789 | +2,831+358.81% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 0.69% | 0.38% | $1.6M | 3,217 | $1.0M | 2,066 | +1,151+55.71% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 0.69% | — | $1.6M | 10,461 | $0 | 0 | +10,461 | New Buy |
 COUPANG INC CLASS ACPNG |
| 0.67% | — | $1.6M | 90,249 | $0 | 0 | +90,249 | New Buy |
| GGITLAB INCGTLB |
| 0.67% | 0.28% | $1.6M | 51,187 | $755,734 | 34,923 | +16,264+46.57% | Add |
 VOYA FINANCIAL INCVOYA |
| 0.66% | — | $1.5M | 16,921 | $0 | 0 | +16,921 | New Buy |
| AAMKOR TECHNOLOGY INCAMKR |
| 0.65% | — | $1.5M | 17,706 | $0 | 0 | +17,706 | New Buy |
 INTERACTIVE BROKERS GROUP INC COM CL AIBKR |
| 0.63% | 1.03% | $1.5M | 16,984 | $2.7M | 40,651 | -23,667-58.22% | Reduce |
| QQUALCOMM INCQCOM |
| 0.62% | — | $1.4M | 7,832 | $0 | 0 | +7,832 | New Buy |
 WHIRLPOOL CORP COMWHR |
| 0.61% | — | $1.4M | 36,305 | $0 | 0 | +36,305 | New Buy |
 ZOOM COMMUNICATIONS INCZM |
| 0.61% | 0.24% | $1.4M | 16,499 | $637,332 | 7,928 | +8,571+108.11% | Add |
 OTIS WORLDWIDEOTIS |
| 0.6% | 0.4% | $1.4M | 19,603 | $1.1M | 13,726 | +5,877+42.82% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.6% | 0.27% | $1.4M | 29,334 | $723,031 | 20,529 | +8,805+42.89% | Add |
 COLGATE PALMOLIVE COCL |
| 0.6% | — | $1.4M | 15,190 | $0 | 0 | +15,190 | New Buy |
 UNUM GROUPUNM |
| 0.6% | 0.76% | $1.4M | 15,574 | $2.0M | 27,734 | -12,160-43.85% | Reduce |
| UUNITY SOFTWARE INCU |
| 0.59% | 0.55% | $1.4M | 48,210 | $1.5M | 67,148 | -18,938-28.20% | Reduce |
